See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,703 | $64,839+130.9% | $95,585+56.6% | $84,808+76.5% |
| Participation rate | 75.0% | 63.8%+11.2pp | 72.1%+2.9pp | 68.3%+6.7pp |
| Annual return | 19.99% | -670.96%+690.9pp | 38.56%-18.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $4,289 | $1,759+143.8% | $2,527+69.8% | $2,631+63.0% |
| Participant deferral / active EE | $7,300 | $2,965+146.2% | $4,023+81.5% | $4,212+73.3% |
| Admin fee / account holder | $1,248 | $5,964-79.1% | $6,127-79.6% | $7,344-83.0% |